Email Recipient Selection From Records


Email Recipient selection from Proposals, Orders, Purchase Orders, Work Orders, and Invoices in v22b8 includes the following: 
  1. The Radial Buttons have been rearranged in the order of Customers - Contacts - Custom 
  2. The Customers radial button will display all the records from the Contacts module. 
  3. The Contacts radial button will display ONLY the name and/or email address within the Contact record that is selected as the Sold To for the Proposal, Order, etc. 
  4. The Custom radial button provides the option to either select from previously imported recipients OR select the Import button so that a CSV file (e.g. Two column spreadsheet: 1-Contact Name. 2-Email Address) can be imported.
  5. In the Purchase Order module: the system will automatically populate the email address from the Account Info tab (if an email address is present) of the Vendor to which the PO is selected.    Additionally, if a different recipient is desired (e.g. the vendor Sales Rep), you can click the + Recipient symbol, and any emails that are present in the Contacts tab within that same Vendor file will be listed as alternative options and can be selected.


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KB-v22b8-20220815BB 
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